JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.9B
AUM Growth
+$4.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$60.7M
2
+$59.4M
3
+$30.8M
4
SBUX icon
Starbucks
SBUX
+$22.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.1M

Top Sells

1
+$19.9M
2
+$18.8M
3
+$18.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.3M
5
BKNG icon
Booking.com
BKNG
+$17.1M

Sector Composition

1 Technology 18.39%
2 Healthcare 9.78%
3 Financials 8.67%
4 Consumer Discretionary 6.54%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$134K ﹤0.01%
18,542
+156
1502
$129K ﹤0.01%
11,769
-800
1503
$128K ﹤0.01%
145,998
-3,000
1504
$120K ﹤0.01%
12,092
-321
1505
$115K ﹤0.01%
13,259
+808
1506
$112K ﹤0.01%
26,886
+898
1507
$112K ﹤0.01%
14,290
-1,000
1508
$109K ﹤0.01%
10,500
-8,932
1509
$108K ﹤0.01%
6,787
-11,239
1510
$107K ﹤0.01%
11,850
-7,592
1511
$107K ﹤0.01%
10,358
-369
1512
$103K ﹤0.01%
12,292
1513
$102K ﹤0.01%
+21,478
1514
$100K ﹤0.01%
22,579
1515
$98K ﹤0.01%
10,904
-897
1516
$95K ﹤0.01%
850
-192
1517
$88K ﹤0.01%
20,003
-400
1518
$88K ﹤0.01%
4,375
-3,750
1519
$87K ﹤0.01%
12,426
-2,721
1520
$82K ﹤0.01%
25,976
-7,219
1521
$78K ﹤0.01%
30,508
+542
1522
$72K ﹤0.01%
33,932
1523
$70K ﹤0.01%
503
-53
1524
$67K ﹤0.01%
+20,000
1525
$61K ﹤0.01%
10,525
+2
59 60
61
62 63